See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $318,027 | $85,202+273.3% | $172,739+84.1% | $72,985+335.7% |
| Participation rate | 100.0% | 70.1%+29.9pp | 82.6%+17.4pp | 69.5%+30.5pp |
| Annual return | 19.44% | 27.32%-7.9pp | 802.84%-783.4pp | 81.00%-61.6pp |
| Employer contribution / active EE | $4,681 | $3,324+40.8% | $5,143-9.0% | $2,440+91.8% |
| Participant deferral / active EE | $7,534 | $3,260+131.1% | $5,198+44.9% | $3,607+108.8% |
| Admin fee / account holder | $1,462 | $5,884-75.1% | $13,954-89.5% | $5,124-71.5% |